LBJ Family Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
10,795
+34
| +0.3% | +$2.1K | 0.39% | 20 |
|
|
2025
Q1 | $641K | Buy |
10,761
+25
| +0.2% | +$1.49K | 0.41% | 21 |
|
|
2024
Q4 | $671K | Buy |
10,736
+27
| +0.3% | +$1.69K | 0.4% | 21 |
|
|
2024
Q3 | $668K | Buy |
10,709
+23
| +0.2% | +$1.44K | 0.4% | 21 |
|
|
2024
Q2 | $618K | Buy |
10,686
+27
| +0.3% | +$1.56K | 0.39% | 21 |
|
|
2024
Q1 | $650K | Buy |
10,659
+24
| +0.2% | +$1.46K | 0.41% | 20 |
|
|
2023
Q4 | $610K | Buy |
10,635
+31
| +0.3% | +$1.78K | 0.42% | 20 |
|
|
2023
Q3 | $538K | Buy |
10,604
+29
| +0.3% | +$1.47K | 0.4% | 21 |
|
|
2023
Q2 | $560K | Buy |
10,575
+29
| +0.3% | +$1.54K | 0.39% | 22 |
|
|
2023
Q1 | $525K | Buy |
10,546
+27
| +0.3% | +$1.34K | 0.37% | 22 |
|
|
2022
Q4 | $511K | Buy |
10,519
+52
| +0.5% | +$2.53K | 0.38% | 21 |
|
|
2022
Q3 | $460K | Buy |
10,467
+45
| +0.4% | +$1.98K | 0.37% | 20 |
|
|
2022
Q2 | $479K | Buy |
10,422
+40
| +0.4% | +$1.84K | 0.36% | 19 |
|
|
2022
Q1 | $551K | Sell |
10,382
-196
| -2% | -$10.4K | 0.35% | 19 |
|
|
2021
Q4 | $595K | Buy |
10,578
+84
| +0.8% | +$4.73K | 0.35% | 20 |
|
|
2021
Q3 | $549K | Hold |
10,494
| – | – | 0.33% | 20 |
|
|
2021
Q2 | $550K | Buy |
10,494
+31
| +0.3% | +$1.63K | 0.33% | 20 |
|
|
2021
Q1 | $532K | Buy |
10,463
+5
| +0% | +$254 | 0.34% | 20 |
|
|
2020
Q4 | $454K | Buy |
10,458
+73
| +0.7% | +$3.17K | 0.3% | 19 |
|
|
2020
Q3 | $355K | Buy |
10,385
+43
| +0.4% | +$1.47K | 0.27% | 18 |
|
|
2020
Q2 | $337K | Buy |
10,342
+37
| +0.4% | +$1.21K | 0.27% | 18 |
|
|
2020
Q1 | $272K | Buy |
10,305
+64
| +0.6% | +$1.69K | 0.26% | 18 |
|
|
2019
Q4 | $428K | Buy |
10,241
+43
| +0.4% | +$1.8K | 0.3% | 18 |
|
|
2019
Q3 | $402K | Buy |
10,198
+47
| +0.5% | +$1.85K | 0.3% | 18 |
|
|
2019
Q2 | $402K | Buy |
10,151
+32
| +0.3% | +$1.27K | 0.3% | 19 |
|
|
2019
Q1 | $398K | Buy |
10,119
+21
| +0.2% | +$826 | 0.22% | 19 |
|
|
2018
Q4 | $346K | Buy |
+10,098
| New | +$346K | 0.3% | 19 |
|